See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,186 | $117,381+113.1% | $99,443+151.6% | $152,861+63.7% |
| Participation rate | 93.8% | 77.5%+16.2pp | 73.8%+19.9pp | 82.4%+11.3pp |
| Annual return | 26.67% | 31.87%-5.2pp | 30.72%-4.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $12,500 | $3,013+314.9% | $2,540+392.2% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,223 | $7,631-84.0% | $6,250-80.4% | $11,596-89.5% |